Daniel Petkau has been an investment adviser representative at Fiat Wealth Management since February 2022, and is not listed among the firm’s executive officers or direct owners.
Fiat Wealth Management LLC is a Wayzata, MN firm with $517M under management, 647 clients and 13 advisers across 5 offices, as of its July 2026 filing.
Daniel Petkau is Senior Advisor of Fiat Wealth Management. After completing a business degree he returned to work at the summer camp his father directed in Wisconsin, and in 2019 changed careers to become an advisor. He began at Thrivent Financial and about a year later met Fiat's Brad Gotto to discuss career opportunities.
Daniel Petkau’s longest registration is the current one, 4 years at Fiat Wealth Management since 2022. Before joining Fiat Wealth Management in 2022, Daniel Petkau was registered through Foundations Investment Advisors LLC.
- Fiat Wealth ManagementCurrent– present · 4 yearsWayzata, MN · Adviser representative · Firm CRD 318201
- Foundations Investment Advisors LLC– · 1 yearWayzata, MN · Adviser representative · Firm CRD 175083
Investment adviser representative registrations
Daniel Petkau is registered as an investment adviser representative in Minnesota, since February 2022.
- MinnesotaSince 22 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 September 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 August 2019 |
| Series 7TO | General Securities Representative Examination | 15 July 2019 |
| SIE | Securities Industry Essentials Examination | 19 June 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Daniel James David Petkau
- CRD
- 7080176
- Firm
- Fiat Wealth Management · CRD 318201
- Office
- 1905 WAYZATA BLVD, SUITE 320, Wayzata, MN 55391
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fiatwm.com
Where does Daniel Petkau work?
Daniel Petkau is an investment adviser representative registered through Fiat Wealth Management LLC since February 2022, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Petkau a financial advisor?
Yes. Daniel Petkau has a current investment-adviser registration in Minnesota, through Fiat Wealth Management since February 2022.
How many years of experience does Daniel Petkau have?
Daniel Petkau has 7 years in the financial industry, since August 2019, across 2 adviser firms.
What exams has Daniel Petkau passed?
Daniel Petkau has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in June 2019.
Where is Daniel Petkau based?
Daniel Petkau’s registered office is in Wayzata, MN.
Is Daniel Petkau registered with FINRA?
No. Daniel Petkau has no current broker registration.
How can I verify Daniel Petkau’s record?
Search CRD 7080176 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Petkau’s full registration record.